2025-06-27T13:42:42-05:00 2024-12-31 990 2024-01-01 562289600 Presbyterian Seniorcare Foundation PRES 4128266030 1215 Hulton Road Oakmont PA 15139 James Pieffer President 4128266005 2025-06-27 0 2024 2025-03-06 01:10:19Z James Pieffer 1215 Hulton Road Oakmont PA 15139 5114556 0 X www.srcare.org X 2002 PA Fundraising arm of Presbyterian SeniorCare and its tax exempt affiliates.The mission of the Presbyterian SeniorCare Foundation is to support Presbyterian SeniorCare and its tax-exempt affiliates by building relationships and creating a culture that values donors, philanthropy, volunteers, and stewardship.Established on January 25, 1928 in the Commonwealth of Pennsylvania, Presbyterian SeniorCare is a not-for-profit, charitable organization committed to enriching the aging experience through person-centered service and living options. In keeping with the charitable mission of Presbyterian SeniorCare, donors generously contribute gifts that support benevolent care, capital improvements, program enhancements, and an emergency fund for employees in dire need through the Presbyterian SeniorCare Foundation. 12 11 0 20 0 0 3266406 4242774 0 0 252311 329987 0 0 3518717 4572761 4228123 5031886 0 0 370413 379879 0 0 634682 304525 297961 4903061 5709726 -1384344 -1136965 7577742 7106413 1041741 1203887 6536001 5902526 X To support Presbyterian SeniorCare and its tax-exempt affiliates by building relationships and creating a culture that values donors, philanthropy, volunteers, and stewardship. 0 0 5031886 5031886 135531 All fundraising programs and services are conducted to support the charitable mission of Presbyterian SeniorCare and its affiliated tax exempt charitable organizations. Presbyterian SeniorCare is the sole member of numerous nonprofit membership corporations that provide a regional system of housing, personal care, Alzheimer's and dementia care, long-term and rehabilitation healthcare, and community services for older adults. Of note are its 28 affordable housing communities serving persons with disabilities and low-income seniors through a service-enriched model that supports aging in place and minimizes the need for institutional care. Presbyterian SeniorCare Network gives back to its local communities and provides charitable care to the seniors it serves in its personal care communities who are no longer able to pay for their care. In 2024 across its regional network, it provided a combined total of approximately $27.2 million in benevolent and uncompensated care, of which benevolent care represented approximately $3.2 million. The Presbyterian SeniorCare Foundation secures financial resources for places, programs and benevolent care, also known as charitable care. Its fundraising programs include special events, solicitations, major gifts as well as annual, memorial and planned giving. Programs are conducted as a comprehensive effort and include benevolent care, resident and staff enrichment, capital projects and capital equipment fundraising. Special events held by the Foundation continued to raise much-needed funds for Presbyterian SeniorCare Network. The two major events are Your Holiday Home and the Annual Golf Outing. We have increased both the number of Cornerstone Society members, those who have supported Presbyterian SeniorCare with a leadership gift of $1,000 or more to benevolent or unrestricted support, and the Anderson Legacy Society donors who have made planned gifts by including us in their wills or estate plans, each of the last four years. 5031886 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X TODD BOSLAU 4128266030 1215 HULTON ROAD OAKMONT PA 15139 William M Campbell Director 1.00 X 0 0 0 Barbara Enrsberger Director 1.00 X 0 0 0 Rachel Mazzoni Director 1.00 X 0 0 0 The Rev Dr Carolyn J Jones Director 1.00 X 0 0 0 Scott Pipitone Director and Chair 1.00 X 0 0 0 Michael Chaido Director 1.00 X 0 0 0 Ted Dufresne Director 1.00 X 0 0 0 James B Pieffer Director and President 1.00 X X 0 467583 37604 Thomas J Uram Director and Vice-Chair 1.00 X 0 0 0 Louis E Waller Director 1.00 X 0 0 0 Danielle Larsen Director 1.00 X 0 0 0 Sarah Meehan Parker Director 1.00 X 0 0 0 Jacqueline S Flanagan Executive Director and Sec 40.00 X 0 166572 13630 J Greg Malisky Treasurer 1.00 X 0 165740 15254 0 799895 66488 0 0 1 0 0 4242774 4242774 194456 194456 677326 541795 135531 135531 135531 4572761 135531 0 194456 5031886 5031886 312683 312683 10601 10601 33200 33200 23395 23395 30000 30000 1408 1408 11750 11750 22800 22800 30014 30014 816 816 2400 2400 Consulting fees 103354 103354 Printing 81410 81410 Repairs and maintenance 14009 14009 5709726 5031886 43158 634682 141155 506396 2289391 242495 116808 1200 1200 3722811 5298951 1180690 1183058 7577742 7106413 1041741 1203887 1041741 1203887 X 2201797 2432818 4334204 3469708 6536001 5902526 7577742 7106413 X -1136965 116033 387457 X 0 1 X 1 0 X X 17 Presbyterian Seniorcare 250969722 10 1 2117569 0 Presbyterian Medical Center of Oakmont 251469798 10 1 529981 0 Longwood at Oakmont 232605414 10 1 936188 0 Presbyterian Medical Center of Washington 251413291 10 1 262806 0 Presbyterian Homes in the Presbytery of Lake Erie 250979369 10 1 24534 0 Shenango Presbyterian Seniorcare 251189696 10 1 106661 0 Envisage Life 113643210 10 1 0 0 Presbyterian SeniorCare Home Health 273673530 10 1 44281 0 SeniorCare Network Inc 251459478 10 1 0 0 Baden Presbyterian Senior Housing dba Green Diamond Apartments 311587613 10 1 150 0 Unlimited Housing for the Elderly dba Beeson Court 222846078 10 1 100000 0 Presbyterian SeniorCare Portfolio dba Bellmead Apartments 834608196 10 1 44 0 East Liberty Supportive Housing dba Negley Commons 251705970 10 1 25000 0 Oakland Pride Housing LLC 871821309 10 1 832491 0 Plum Presbyterian Senior Housing dba Plumwood 251711435 10 1 15000 0 Oaks Supportive Housing Associates 251873845 10 1 27000 0 Castle Shannon Presbyterian Supportive Housing 311587456 10 1 19181 0 17 5040886 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 Part IV, Section B, Line 2 The Foundation acts as the fundraising arm of not only it parent organization, Presbyterian SeniorCare, but also all of the controlled entities of Presbyterian SeniorCare, which are listed in Schedule R of this 990. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 60000 0 0 60000 0 Part II-B, Line 1: Contracted with One + Strategies for government relation services regarding issues and opportunities that impact the aging services sector. 633412 66236 -22000 677738 555303 90109 -12000 633412 674775 -107242 -12000 555303 614956 59819 674775 220000 353592 41364 614956 0 0 0 Beneficial interest in Perpetual Trust 1183058 1183058 X 4691162 116033 2368 118401 4572761 0 4572761 5709726 0 5709726 0 5709726 Part V, Line 4: Used for maintenance of Longwood at Oakmont Health Care Center, as well as nursing scholarships. Part X, Line 2: Presbyterian Seniorcare Foundation accounts for uncertainty in income taxes by using a recognition threshold of more-likely-than not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold. Part XI, Line 2d - Other Adjustments: Valuation gain on perpetual trust 2,368. 0 Presbyterian Seniorcare 1215 Hulton Road Oakmont PA 15139 250969422 3 2117570 0 Benevolent Care, New Programs and Employee assistance Longwood at Oakmont 500 Route 909 Verona PA 15147 232605414 3 936188 0 Resident Programs Presbyterian Medical Center of Oakmont Pennsylvania Inc 238 South market Street New Wilmington PA 16142 251469798 3 529981 0 Supplement uncompensated care for Medicaid residents Presbyterian SeniorCare at Home Inc (Dementia 360 Program) 1215 Hulton Road Oakmont PA 15139 273673530 3 44281 0 Assistance with new programming for Dementia 360 Unlimited Housing for the Elderly (Beeson Court) 125 E Main Street Uniontown PA 15401 222846078 3 100000 0 Capital Projects Presbyterian Homes in the Presbytery of Lake Erie 6351 W Lake Road Erie PA 16505 250979369 3 24534 0 Resident Activity and Capital Projects East Liberty Supportive Housing (Negley Commons) 430 N Negley Avenue Pittsburgh PA 15206 251705970 3 25000 0 Resident Activities and Capital Projects Presbyterian Medical Center of Washington Pennsylvania 835 SOUTH MAIN STREET WASHINGTON PA 15301 251413291 3 262806 0 Resident Activities and Capital projects Plum Presbyterian Supportive Housing (PlumWood) 111 Ridgemead Fields Drive Verona PA 15147 251711435 3 15000 0 Resident Activities and Capital Projects Shenango Presbyterian SeniorCare 238 S Market Street New Wilmington PA 16142 251189696 3 106661 0 Resident Activities and Capital Projects Oaks Supportive Housing Associates 200 Woodlands Court Brownsville PA 15417 251873845 3 27000 0 Working Capital X X X 0 0 0 0 0 0 0 0 0 James B Pieffer Director and President 0 413208 0 54375 0 0 0 13800 0 23804 0 505187 0 0 J Greg Malisky Treasurer 0 160740 0 5000 0 0 0 6614 0 8640 0 180994 0 0 Jacqueline S Flanagan Executive Director and Sec 0 166572 0 0 0 0 0 4985 0 8645 0 180202 0 0 Form 990, Part VI, Section A, line 6 The organization is a non-stock Pennsylvania non-profit corporation. The sole member of the organization is Presbyterian Seniorcare, a tax exempt 501(c)(3) organization, Fed ID no 25-0969422. Form 990, Part VI, Section A, line 7a The organization has one member who elects the members of the board of directors. The member, Presbyterian Seniorcare, is an exempt 501(c)(3)organization. Form 990, Part VI, Section A, line 7b The sole member of the corporation, Presbyterian Seniorcare, has reserved powers for governance decisions to: 1) appoint and remove directors; 2) appoint and remove the President, and to approve the Chairman of the Board and other officers: 3) coordinate policy and long-range strategic and financial planning; 5) amend the Articles of Incorporation and By-laws; 5) to monitor and audit compliance with the Member's directives and policies: and 6) approve asset transfers. Form 990, Part VI, Section B, line 11b A copy of the Form 990 was provided directly or emailed to each director of the board prior to filing of the Form 990. No review was or will be conducted. Form 990, Part VI, Section B, line 12c The organization has a written conflict of interest policy. All officers, directors and key employees are required to complete a conflict of interest questionnaire annually. The questionnaires are then reviewed by the governance committee of the sole member, Presbyterian Seniorcare, which then communicates any findings to the Presbyterian SeniorCare Foundation board for any corrective action needed. Form 990, Part VI, Section B, line 15 The sole member of the organization, Presbyterian Seniorcare, has a management compensation policy and philosophy in place. The executive committee's sub-comittee on officers compensation is charged with conducting and monitoring this policy. They utilize compensation data from the CliftonLarsonAllen Consulting Group via the national chapter of the Leading Age Associations - Chief Executives of Multi-Facility Organizations annual leadership compensation survey. This survey includes data from the country's largest non-profit long-term care systems. We benchmark our salaries with peer groups our size within the study, utilizing the 50th percentile as our target goal. All compensation for the CEO, officers and other key employees is approved by the board of directors after review of all information. All other employees are benchmarked against state and local association data. No independent board members are compensated in any way. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. We will make copies of requested documents at IRS approved rates per page, or the requestor may come to the offices to review the documents. Form 990, Part XI, line 9: Valuation gain on perpetual trust 2,368. Transfer of net assets from related party 385,089. Presbyterian SeniorCare 1215 Hulton Road Oakmont PA 15139 250969422 Elderly Healthcare and Housing PA 501(c)(3) Line 11 0 Envisage Life 1215 Hulton Road Oakmont PA 15139 113643210 Continuing Care Retirement Community PA 501(c)(3) Line 11 0 Longwood at Oakmont Inc 500 Route 909 Route PA 15147 232605414 Continuing Care Retirement Community PA 501(c)(3) Line 11 0 Presbyterian Medical Center of Oakmont Pa Inc 1215 Hulton Road Oakmont PA 15139 251469798 Nursing Home PA 501(c)(3) Line 11 0 Presbyterian Medical Center of Washington Pa Inc 1215 Hulton Road Oakmont PA 15139 251413291 Nursing Home PA 501(c)(3) Line 11 0 Butler Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251423015 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Saxonburg Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251589215 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Plum Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251471814 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Center Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251620513 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Plum Presbyterian Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251711435 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Baden Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311587613 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Slippery Rock Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251772839 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Castle Shannon Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311587456 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Mckeesport Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311488599 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Franklin Twp Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251550102 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Encore Living Group Inc 1215 Hulton Road Oakmont PA 15139 251495780 Elderly Housing PA 501(c)(3) Line 11 0 McDonald Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251649199 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Bellmead Housing Corporation 1215 Hulton Road Oakmont PA 15139 251380305 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 East Liberty Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251705970 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Manchester Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251662399 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Community Partnerships for Housing Services Inc 1215 Hulton Road Oakmont PA 15139 311521653 Low Income Elderly Tax Credit Financed Housing PA 501(c)(3) Line 11 0 Hope House Corporation 1215 Hulton Road Oakmont PA 15139 251597605 Elderly Personal Care PA 501(c)(3) Line 11 0 Allegheny Widows Home Association 1215 Hulton Road Oakmont PA 15139 251026837 Supporting Organization PA 501(c)(3) Line 11 0 Meadowlake Corporation 1215 Hulton Road Oakmont PA 15139 251636328 Housing for the Elderly PA 501(c)(3) Line 11 0 Parker Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251705428 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 SeniorCare at Home 1215 Hulton Road oakmont PA 15139 273673530 Elderly Home Care PA 501(c)(3) Line 11 0 Shenango Presbyterian SeniorCare 238 South Market Street New Wilmington PA 16142 251189696 continuing Care Retirement Community PA 501(c)(3) Line 11 0 Presbyterian Homes of Lake Erie 1225 School Road Erie PA 16505 250979369 continuing Care Retirement Community PA 501(c)(3) Line 11 0 Unlimited Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251703571 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Unlimited Housing for the Elderly 1215 Hulton Road Oakmont PA 15139 222846078 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 New Oaks Affordable Housing LLC 1215 Hulton Road Oakmont PA 15139 822621660 Limited partner of Low Income Housing Tax Credit property PA 0 Presbyterian SeniorCare Portfolio LP 1215 Hulton Road Oakmont PA 15139 834608196 Low Income Housing Tax Credit property for the elderly PA 0 0 Fairmont Apartments Limited Partnership 1215 Hulton Road Oakmont PA 15139 270086517 Low Income Housing Tax Credit property for the elderly PA 0 0 North Aiken Senior Housing LP 1215 Hulton Road Oakmont PA 15139 800036090 Low Income Housing Tax Credit property for the elderly PA 0 0 East End Senior Housing LP 1215 Hulton Road Oakmont PA 15139 251862164 Low Income Housing Tax Credit property for the elderly PA 0 0 Oaks Supportive Housing Associates 1215 Hulton Road Oakmont PA 15139 251873845 Low Income Housing Tax Credit property for the elderly PA 0 0 East End Senior Housing LLC 1215 Hulton Road Oakmont PA 15139 200029452 General partner of Low Income Housing Tax Credit property PA 0 0 Ross Presbyterian Senior Housing LP 1215 Hulton Road Oakmont PA 15139 322467867 Low Income Housing Tax Credit property for the elderly PA 0 0 Ross Presbyterian GP LLC 1215 Hulton Road Oakmont PA 15139 491976623 General partner of Low Income Housing Tax Credit property PA 0 0 4003 Penn Avenue LLC 1215 Hulton Road Oakmont PA 15139 208529161 General partner of Low Income Housing Tax Credit property PA 0 0 York Lambeth LP 1215 Hulton Road Oakmont PA 15139 263428015 Low Income Housing Tax Credit property for the elderly PA 0 0 Oakland Pride Housing LLC 1215 Hulton Road Oakmont PA 15139 871821309 Low Income Housing Tax Credit property for the elderly PA 0 0 Oakland Pride Housing Manager LLC 1215 Hulton Road Oakmont PA 15139 933643951 General partner of Low Income Housing Tax Credit property PA 0 0 SeniorCare Network Inc 1215 Hulton Road Oakmont PA 15139 251459478 Affordable housing management company PA 0 Fairmont Apartments Inc 1215 Hulton Road Oakmont PA 15139 270029452 General partner of Low Income Housing Tax Credit property PA 0 California Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251873682 General partner of Low Income Housing Tax Credit property PA 0 North Aiken Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 822621660 General partner of Low Income Housing Tax Credit property PA 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 Presbyterian Seniorcare (Due to Related Party) Q 7739 Actual Cost Various Affiliates B 5031886 Actual Cost Presbyterian SeniorCare (Net Asset Transfers) S 385089 Actual Cost Presbyterian SeniorCare (Occupancy Costs) N 9600 Estimated Cost Presbyterian Seniorcare (Contributed Management Fees) M 30000 Actual Cost